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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,258 | $117,904+16.4% | $102,457+34.0% | $145,978-6.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 8.44% | 31.80%-23.4pp | 29.41%-21.0pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,348 | $3,613-62.7% | $3,022-55.4% | $4,662-71.1% |
| Participant deferral / active EE | $2,073 | $5,733-63.8% | $5,054-59.0% | $6,690-69.0% |
| Admin fee / account holder | $4,069 | $13,329-69.5% | $9,451-57.0% | $13,400-69.6% |